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CAW

Cornerstone Advisors (Washington) Portfolio holdings

AUM $936M
1-Year Est. Return 8.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
-$4.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,224
New
Increased
Reduced
Closed

Top Buys

1
+$268K
2
+$223K
3
+$217K
4
MMM icon
3M
MMM
+$182K
5
AMZN icon
Amazon
AMZN
+$180K

Top Sells

1
+$3.15M
2
+$1.1M
3
+$795K
4
MSFT icon
Microsoft
MSFT
+$496K
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$460K

Sector Composition

1 Consumer Discretionary 14.69%
2 Technology 10.55%
3 Financials 8.34%
4 Healthcare 5.93%
5 Industrials 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$1K ﹤0.01%
11
977
$1K ﹤0.01%
+14
978
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+23
979
$1K ﹤0.01%
+37
980
$1K ﹤0.01%
+18
981
$1K ﹤0.01%
+9
982
$1K ﹤0.01%
+7
983
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984
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985
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+45
986
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8
989
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990
$1K ﹤0.01%
+38
991
$1K ﹤0.01%
+79
992
$1K ﹤0.01%
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+14
995
$1K ﹤0.01%
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996
$1K ﹤0.01%
46
997
$1K ﹤0.01%
+9
998
$1K ﹤0.01%
+26
999
$1K ﹤0.01%
+8
1000
$1K ﹤0.01%
+52
38 39
40
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